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Nuveen ESG Small-Cap ETF
NUSC

Overview Fund Activity

227 hedge funds and large institutions have $831M invested in Nuveen ESG Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 17 closing their positions.

Holders
227
Holders Change
+20
Holders Change %
+9.66%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
39
Increased
80
Reduced
72
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$15.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.34M
4
RWP
4
RWA Wealth Partners
Massachusetts
$2.28M
5
LPL Financial
5
LPL Financial
California
$23.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$205M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$61.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.48M
4
AAS
4
Ameritas Advisory Services
Nebraska
$12.6M
5
I
5
IMPACTfolio
Colorado
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
51
Lake Street Advisors Group
New Hampshire
$1.74M -$72.3K -1,848 -4%
SWM
52
SilverOak Wealth Management
Minnesota
$1.73M +$1.73M +44,141 New
Osaic Holdings
53
Osaic Holdings
Arizona
$1.7M -$498K -12,683 -23%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$1.53M -$59.9K -1,532 -4%
VC
55
Vicus Capital
Pennsylvania
$1.49M -$307K -7,861 -17%
WFAG
56
Wescott Financial Advisory Group
Pennsylvania
$1.46M +$36.6K +936 +3%
PHAM
57
Palisades Hudson Asset Management
Florida
$1.44M +$59.4K +1,520 +4%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.4M +$1.4M +35,919 New
KFAA
59
Klaas Financial Asset Advisors
Illinois
$1.36M -$296K -7,580 -18%
AC
60
Adroit Compliance
$1.36M +$1.36M +34,877 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$1.36M +$981K +25,086 +259%
WCFA
62
Walkner Condon Financial Advisors
Wisconsin
$1.36M +$190K +4,852 +16%
BC
63
Brio Consultants
California
$1.33M +$141K +3,600 +12%
WP
64
WealthShield Partners
North Carolina
$1.29M +$70.4K +1,801 +6%
EH
65
Equitable Holdings
New York
$1.25M -$79K -2,021 -6%
WTC
66
WhitTier Trust Company
Nevada
$1.22M -$3.05K -78 -0.2%
HI
67
Harbour Investments
Wisconsin
$1.12M +$29.5K +754 +3%
UB
68
UMB Bank
Missouri
$1.08M -$10.2K -260 -0.9%
APP
69
Avantax Planning Partners
Iowa
$1.08M +$1.96K +50 +0.2%
OPS
70
Orion Portfolio Solutions
Nebraska
$1.06M +$63.6K +1,653 +6%
BCI
71
Brinker Capital Investments
Pennsylvania
$1.06M +$63.6K +1,653 +6%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$1.05M +$1.05M +26,878 New
CAN
73
Cetera Advisor Networks
California
$1.04M +$52.4K +1,339 +5%
RZH
74
Relyea Zuckerberg Hanson
Connecticut
$1.04M -$514K -13,137 -33%
LWP
75
Laurel Wealth Planning
Minnesota
$1.04M -$281K -7,177 -21%
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